FBGRX vs. FDGRX

In the year-to-date period, FBGRX achieves a -3.13% return, which is significantly lower than FDGRX's -2.55% return. Over the past 10 years, FBGRX has outperformed FDGRX with an annualized return of 12.20%, while FDGRX has yielded a comparatively lower 11.09% annualized return.

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Both FBGRX and FDGRX have an expense ratio of 0.79%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Growth Company Fund (FDGRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current FBGRX Sharpe Ratio is 0.25, which is higher than the FDGRX Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of FBGRX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBGRX's dividend yield for the trailing twelve months is around 0.24%, less than FDGRX's 9.09% yield.

The maximum FBGRX drawdown since its inception was -57.42%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FBGRX and FDGRX. For additional features, visit the drawdowns tool.

Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 7.50% compared to Fidelity Growth Company Fund (FDGRX) at 7.04%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.